Wealthy families are demanding a new skill set from their advisors: Actual professional expertise in identifying and addressing their financial needs. We seek to deliver advice above and beyond just investment recommendations. We want to provide our clients with an advisor team who can address their entire financial life, not just one aspect of it.
The days when being a financial advisor was simply transactional are over. And we've never been happier.
This is our attempt to provide in simple terms, where we see our clients' "puck" going and how we intend to help guide them there.
Managing Director - Investments
Senior Vice President - Investment Officer